Manage model finding fields

Create and edit the fields that appear on findings logged on your models. Choose from an array of field types with different properties and use cases.

Prerequisites

• You are logged in to ValidMind.
• You are a Customer Admin or assigned another role with sufficient permissions to perform the tasks in this guide.¹

¹ Manage permissions

Add or edit finding fields

1. In the left sidebar, click Settings.

2. Under Findings, select Finding Fields.

   Here you can edit existing finding fields, or add a new one:

Add field

To add a new field, click Add Field:

1. Fields require a type,² a name, and a description.

   • (Optional) You can also choose to indicate that a field is required on registration.
   • Assign write permissions to allow granular access to editing this field gated by model stakeholder types.³

2. When you are satisfied with the setup of your field, click Save.

² Field types

³ 

Leave this field blank to leave permissions as default.

• By default, only the
  Customer Admin role has write access.
• All other users will have read-only access unless specified under the write permissions as a model stakeholder type.

Manage model stakeholder types

Edit field

To edit an existing field:

1. Hover over the field you would like to edit.

2. When the appears under the Actions column, select Edit Details.

3. Make your desired changes to your field, then click Save.

Finding field types

Single Line Text

Simple text value.

Attachments

Upload supporting files for your model.⁴ Files must be less than 50 MB each in size.

⁴ Manage supporting documentation

Long Text

Toggle Enable rich text formatting to create a template using the rich text editor.

Single Select

Click Add Option to define a list of options.

Multiple Select

Click Add Option to define a list of options.

Checkbox

A true/false value set by a toggle.

Number

Text value in valid number format. Number display (comma, fullstop, etc.) is determined by your browser’s locale. Select a number type:

• Simple — Define the decimal places that the number should be displayed up to and any large number abbreviations.
• Currency — Define the currency you would like the field to display in, as well as the decimal places that the number should be displayed up to and any large number abbreviations.

Simple number field type

Currency number field type

URL

Text value in valid URL format.

Date

• Date value in yyyy-mm-dd format.
• Selection is in the current user’s timezone; other users viewing this field will see the value automatically in their timezone.
• Set the date format for date fields under your profile.⁵

⁵ Manage your profile

Date Time

• Date value in yyyy-mm-dd, 24hr format.
• Selection is in the current user’s timezone; other users viewing this field will see the value automatically in their timezone.
• Set the date format for date time fields under your profile.⁶

⁶ Manage your profile

Email

Text value in valid email (user@domain.com) format.

User

• Select list pre-populated with users from your User Directory.⁷
• Toggle allow linking to multiple records on to allow multi-selection of users.

⁷ Manage users

Delete finding fields

1. In the left sidebar, click Settings.

2. Under Findings, select Finding Fields.

3. Hover over the field you would like to delete.

4. When the appears under the Actions column, click on it and select Delete Field.

5. After you confirm, the field will be removed.

What’s next

• Working with model findings